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MPWM Advisory Solutions’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

MPWM Advisory Solutions’s Portfolio AGG Stock Details AGG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$326K Buy
3,285
+1,765
+116% +$175K 0.21% 63
2025
Q1 		$150K Hold
1,520
– – 0.11% 77
2024
Q4 		$147K Buy
+1,520
New +$147K 0.11% 83